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Fidelity fund shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 37k 38.92
2025-12-31 $750k 22k 34.36

More positions owned by Wiley Bros.-aintree Capital

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Johnson & Johnson (JNJ)

View all positions for Wiley Bros.-aintree Capital

Top funds holding Fidelity fund

Commonwealth Equity Services
FMR
LPL Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Summit Wealth Group Llc / Co
Kingsview Wealth Management
Kestra Advisory Services
Royal Bank of Canada
D.A. Davidson & Co.
Cetera Investment Advisers
OmniStar Financial Group
Jane Street
Envestnet Asset Management
Braeburn Wealth Management

View all funds holding Fidelity fund